How it works

From chart note to clean claim,
in four steps.

CodeMatch lives between your EHR and your clearinghouse. It doesn’t replace anything in your stack — it just catches what the rest of your stack misses.

Connect to your EHR and billing system

We set up read-only integration with your EHR (Epic, Athena, eClinicalWorks, NextGen, Allscripts, Kareo, DrChrono, and most specialty-specific systems) and your practice-management system. BAA signed before any chart data is exchanged. No new workflow for your team. No migrations.

Read-only access: CodeMatch never writes back to your EHR.
Standard integration methods: HL7, FHIR, or vendor-provided APIs.
Encryption in transit (TLS 1.3) and at rest (AES-256).
Full audit logging of every chart accessed and every action taken.

CodeMatch reads each chart against the proposed claim

When a claim is ready to submit, CodeMatch pulls the relevant documentation — office visit note, op note, procedure note — and cross-references it against the proposed CPT and ICD codes. State-aware. Payer-aware. Specialty-aware.

Reads physician-authored free-text — not just structured fields.
Compares documentation against payer-specific medical-necessity rules.
Identifies state-level coverage variations and screening-to-diagnostic edge cases.
Trained on a corpus of paid and denied claims across specialties.

Get a pre-submission report: flags, fixes, and optimizations

Your biller opens a single dashboard. Each claim is either “clean” or has a list of flags, each linked to the exact sentence in the chart that triggered it. Defense flags catch denials before they happen. Offense flags surface documented findings that weren’t coded.

Flags prioritized by revenue impact and denial risk.
Every flag links to the exact chart evidence.
Suggested fixes are documentation-supported — never speculative.
Biller resolves in their normal workflow, then submits.

Submit with confidence. Track recovered revenue.

Every recommendation is logged. Every recovered dollar is traced back to the specific flag that earned it. Monthly recovery reporting by payer, provider, and service line lands in your inbox.

Dashboard view: recovered revenue, denial-rate trend, top denial reasons.
Provider-level coaching: identify documentation patterns that consistently cause denials.
Payer-level insights: see which payers reward which documentation patterns.
Quarterly business reviews with your customer success manager (Group tier).

What about my existing scrubber?

Keep it. CodeMatch is purpose-built to live alongside Waystar, Availity, and others. They check the claim form for syntactic and combinatorial validity. CodeMatch checks the chart for clinical and documentary validity. The two layers don't overlap — you want both.

See a walkthrough on a real claim

See it in 15 minutes

Bring us one claim. We’ll show you what your scrubber missed.

Walk away with a real read on your documentation gaps — even if you never buy a thing.

Request Demo15-minute call. No prep required.